Introducer Application Form
Section 1 - Trading Details of Introducer Firm
Trading Name (if applicable)
Type of business
Sole Trader

PLC
Position Limited Company 
 Partnership
FCA number
Contact Name
Trading Address
Telephone No
Position
Fax
Fax
Email
Correspondence
Address
(if different)
The Right Equity Release Ltd | Registered in England & Wales: 07166676
Registered Office: 24 The Lea, Kidderminster, Worcestershire, DY11 6JY | Head Office: 70 St John’s Close, Knowle, Solihull, B93 0NH
www.therightequityrelease.co.uk | 0800 612 6755
Section 2 - Bank Details
Name of Bank
Account Holder
Sort Number
Account Number
Bank Address
Section 3 – Application for Registering a Company
I/we hereby authorise The Right Equity Release Ltd (TRER) (Registered Company number 07166676) to contact
our Clients to obtain further information from them to advise on Equity Release products. The Right Equity
Release has undertaken an agreement that the Clients introduced will remain ownership of the introducer and
that there will be no cross selling of any products. In the case of any clawback commission the introducer hereby fully
indemnifies The Right Equity Release in respect of his/her share of any commission reclaimed.
Signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Name . . . . . . . . . . . . . . . . . . . . . . . . . . . Date . . . . . . . . . . . . . . . . .
Director/Partner
Signature
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Name . . . . . . . . . . . . . . . . . . . . . . . . . . . Date . . . . . . . . . . . . . . . . .
Director/Partner
TRER USE ONLY
Date Received: . . . . . . . . . . . . . . . . . . . . . . . . Identification Number: SB / . . . . . . . . . . . . . . . . . . . . . . . . .
The Right Equity Release Ltd | Registered in England & Wales: 07166676
Registered Office: 24 The Lea, Kidderminster, Worcestershire, DY11 6JY | Head Office: 70 St John’s Close, Knowle, Solihull, B93 0NH
www.therightequityrelease.co.uk | 0800 612 6755
Payment Arrangements
The Right Equity Release Ltd shall pay to the introducer a fee for all introduced business which leads to a
completed sale.
Completed sale will be determined by The Right Equity Release Ltd having received a payment from the product
provider, for business which has been generated from an introduced client. Unless otherwise documented under
separate agreement, commission shall be 50% of procuration fees (provider commission) received from a product
provider. For the avoidance of doubt this will not be inclusive of any arrangement fees between TRER and the
introduced client. Where the client elects to pay "fee only", only 25% of the "fee only" amount received will be
payable.
Reclaim Arrangements
Should a position arise where a product provider reclaim any commission already paid to the introducer, for
whatever reason, then this will be repaid by the introducer The Right Equity Release Ltd. The introducer hereby
fully indemnifies The Right Equity Release in respect of his/her share of any commission reclaimed.
Responsibility for the Advice
Where a client is introduced to The Right Equity Release Ltd, we shall take full responsibility for the advice
provided by The Right Equity Release only. This is on the understanding that the introducer must have no
involvement in any advice that The Right Equity Release Ltd provide to the introduced client.
No cross selling
We guarantee no cross selling of any other products (clients will be referred back to you for any other
requirement)
Your Obligations (the introducer)
You will co-operate fully in any investigation or complaint concerning The Right Equity Release Ltd involving
clients introduced by you to The Right Equity Release Ltd.
Termination
This agreement may be terminated at any time, without penalty, by either party giving notice in writing to that
effect to the other. Such termination shall not affect the rights or obligations of either party in respect of
business already completed.
The Right Equity Release Ltd | Registered in England & Wales: 07166676
Registered Office: 24 The Lea, Kidderminster, Worcestershire, DY11 6JY | Head Office: 70 St John’s Close, Knowle, Solihull, B93 0NH
www.therightequityrelease.co.uk | 0800 612 6755
OUR SERVICE LEVEL AGREEMENT
 Availability from 9.00 am – 8.00 pm Monday to Friday 9.00 am – 1.00 pm on a Saturday
 All Clients will be advised of our regulatory requirements as required by the FCA
 The Right Equity Release advisers will have the required industry qualifications, knowledge and
experience to be able to provide the required level of service to your clients.
 The Right Equity Release will deliver a high standard of customer service excellence to ever client.
 Our advisers will supply your clients with their personal contact details ensuring your client will
receive consistent advice from the same adviser throughout the sales process and for the lifetime of
the plan.
 Internal quality audits will be conducted to ensure competency, customer satisfaction and
compliance.
 Regular updates at each stage of the sales process, so you will be kept informed of the progress of
your clients application.
 Email requests will be answered within 2 hours of receipt through our opening hours.
 Post will be answered within 24 hours of receipt throughout our opening hours.
 Where customers are dissatisfied with our service or the service of one of our providers, customers to
be handled in line with the FCA procedures and we will notify you with 48 hours of receipt.
 We will continue to negotiate enhanced terms to be able to pass on to your clients.
 We will offer equity release market potential training, enabling you to identify potential clients.
 Commission will be paid within 7 days of us receiving payment from a provider.
 Where a need is identified with the client for additional business, this will be referred back to your
company.
 Our experts use plain English to explain the features and options of each product and give your
client the knowledge to make an informed choice.
 A customer process with Treating Customers Fairly at its heart.
 The specialist adviser will go through a full fact find with your clients in order to provide the most
appropriate advice, including a state benefit analysis, which will show their entitlements to state
benefits, as well as inheritance tax implications. It is important that your clients are comfortable
with their decision and so we encourage them to consult with family and lawyers.
 A guarantee that there will be no cross selling
Signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Name . . . . . . . . . . . . . . . . . . . . . . . . . . . Date . . . . . . . . . . . . . . . . .
Director/Partner
Signature
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Name . . . . . . . . . . . . . . . . . . . . . . . . . . . Date . . . . . . . . . . . . . . . . .
Director/Partner
The Right Equity Release Ltd | Registered in England & Wales: 07166676
Registered Office: 24 The Lea, Kidderminster, Worcestershire, DY11 6JY | Head Office: 70 St John’s Close, Knowle, Solihull, B93 0NH
www.therightequityrelease.co.uk | 0800 612 6755